Concerva Newsletter

/Concerva Newsletter

Conçerva’s Newsletter

Ian's Insight Firstly, I hope you and your loved ones are keeping safe and well. Who could have foreseen the current situation with COVID-19 six months ago and how the world has changed in such a short time? It looks like it could be a great deal of time before we get back to [...]

May 15th, 2020|Concerva Newsletter|

Conçerva – Office Closure – COVID-19

Unfortunately due to the outbreak of Covid-19 I have had no choice but to close the office for the foreseeable future. Concerva have implemented remote working practices to ensure both the safety of our team and continuity of service to you. Our advisers remain available on their mobile phones and via emails should you [...]

March 24th, 2020|Concerva Newsletter|

Coronavirus and Your Investments

Given the recent widely reported volatility that has swept through markets worldwide, I have asked Brian to prepare a summary of Concerva's investment approach in unstable and unpredictable markets which can be found below. The main point I wish to personally stress is to remain calm as volatile markets can lead to unwise investment decisions. [...]

March 10th, 2020|Concerva Newsletter|

Conçerva’s Newsletter

Martin's Memo Tax Year End 2019/20 The end of any tax year sparks a flurry of activity in the financial services industry and Concerva is no different. As we close in on 5th April this activity will increase and so we would recommend that any action is taken in good time to avoid [...]

March 5th, 2020|Concerva Newsletter|

Conçerva’s Newsletter

Ian's Insight As some of you are aware December will be Chris Williams last month working for Concerva. Chris founded the company around 20 years ago, laying the foundations for the successful organisation we are today. Due to the condition that affects his sight slowly worsening, Chris has gradually been taking a backseat [...]

December 20th, 2019|Concerva Newsletter|

Conçerva’s Newsletter

Brian's Brainstorm The Woodford Aftermath The press reaction to the Woodford scandal has predictably generated more heat than light. The Financial Times said that Neil Woodford’s sacking will have consequences far beyond his own fate. It went on to say that the “crisis” has heightened concerns about liquidity and further tarnished investor confidence [...]

November 14th, 2019|Concerva Newsletter|

Conçerva’s Newsletter

Brian's Brainstorm How Brexit affects your wealth The purpose of this article is not an attempt to predict the outcome of Brexit negotiations. This is an impossible task because the incompetence of the British establishment continues to amaze. What we can do is analyse how the markets react on various outcomes and how [...]

September 26th, 2019|Concerva Newsletter|

Conçerva’s Newsletter

Brian's Brainstorm Are 'Best Buy' Lists Really the Best? The task of a Do-it-yourself is not an easy one. There are so many funds around, the choice of what to invest in can be quite daunting. So there is a demand for a filter system that reduces the number of recommended funds to [...]

August 29th, 2019|Concerva Newsletter|

Conçerva’s Newsletter

Brian's Brainstorm The perils of D-I-Y investing.. The debacle of the Woodford Equity Income fund is a harsh lesson for d-i-y private investors who buy funds on reputation and follow platform recommendations. When Neil Woodford quit Invesco Perpetual and set up his own fund, investors flocked to his new venture on the basis [...]

July 22nd, 2019|Concerva Newsletter|

Conçerva’s Newsletter

Brian's Brainstorm The ethical investment minefield Ethical and green investing has an increasingly high profile in the financial media ; but it may surprise you that ethical funds account for just over 1 per cent of money invested in funds overall. But this small percentage is rising and in response there are more [...]

June 5th, 2019|Concerva Newsletter|